Client Operations Associate I

2 weeks ago

Maumee, Ohio, United States TFO Wealth Partners Full time
Job Overview

This role reports to the Director of Client Operations.

The Client Operations Associate is tasked with supporting the preparation, processing, servicing, and upkeep of client plans through custodial documentation and internal CRM and reporting systems. This position collaborates closely with Client Experience Coordinators and other Operations Team members to provide essential materials and communication, ensuring the effective execution of tailored plans that align the client's financial resources with their objectives.

KEY RESPONSIBILITIES

  • Collaborate with team members to gather information and prepare necessary documentation for account management.
  • Engage with custodians to oversee and track account/service requests, providing confirmations to internal teams and addressing any issues that may arise.
  • Offer operational insights for client needs, including onboarding, offboarding, transactions, and compliance requirements.
  • Maintain open communication with Client Experience Coordinators to ensure timely and accurate handling of requests.
  • Update and maintain CRM and reporting systems with accurate client information.
  • Continuously manage workflows and keep notes current.
  • Understand operational timelines, workflows, and the tasks required to fulfill requests.
  • Follow established workflows and procedures diligently.
  • Prioritize and manage workload effectively.
  • Self-manage workload while also addressing tasks from the Operations Queue, utilizing systems and reporting tools.
  • Translate verbal and written requests while grasping the underlying intent.
  • Possess knowledge of internal processes and compliance related to client requests.
  • Understand the processes and materials involved in both prospective and traditional client requests.
  • Assist colleagues and adhere to timelines for requests and meetings.
  • Engage in ongoing education and training to stay aligned with regulatory and technological advancements.

QUALIFICATIONS

  • Bachelor's degree preferred.
  • Strong communication and computer skills, with a keen attention to detail.
  • Desire for continued education within the industry.
  • Project management skills are advantageous.

ADDITIONAL SKILLS

  • Ability to maintain professionalism in a dynamic work environment with competing priorities.
  • Willingness to contribute as an engaged team member by sharing knowledge and working towards common goals.
  • Professional-level communication, listening, organizational, prioritization, problem-solving, and client service skills.
  • Strong work ethic, multitasking ability, efficient time management, and detail-oriented approach.
  • Experience in a highly customer-focused service delivery role.
  • Ability to work collaboratively within a team.
  • Maintain an excellent customer-focused demeanor at all times.
  • Ability to work independently and meet deadlines.
  • Desire to thrive in a fast-paced environment.
  • Proactive approach with strategic thinking capabilities.
  • Adaptability to manage change effectively.
  • High standard of personal responsibility.
  • Strong attention to detail and a commitment to resolving customer issues.
  • Willingness to participate in training and coaching, with openness to feedback for continuous improvement.
  • Ability to anticipate needs and demonstrate flexibility.

  • Client Operations Associate I

    1 week ago

    Maumee, Ohio, United States TFO Wealth Partners Full time

    Job OverviewThis role reports to the Director of Client Operations.The Client Operations Specialist is tasked with supporting the preparation, processing, servicing, and maintenance of client plans through custodial documentation and internal CRM and reporting systems. This position collaborates closely with Client Experience Coordinators and other...

  • Client Operations Associate I

    1 week ago

    Maumee, Ohio, United States TFO Wealth Partners Full time

    Job OverviewThis role reports to the Director of Client Operations.The Client Operations Specialist is tasked with supporting the preparation, processing, servicing, and maintenance of client plans through custodial documentation and internal CRM and reporting systems. This position collaborates closely with Client Experience Coordinators and other...

  • Wealth Management Associate I

    2 weeks ago

    Maumee, Ohio, United States TFO Wealth Partners Full time

    Job OverviewTFO Wealth Partners is on the lookout for a Wealth Management Associate. This role will report directly to a Wealth Management Strategist._______________________________________________________________________________________________________________POSITION SUMMARY: A Wealth Management Associate thrives in collaborating with seasoned Wealth...

  • Client Relationship Manager

    2 months ago

    Maumee, Ohio, United States Dynata Full time

    Client Relationship ManagerThe Client Relationship Manager plays a crucial role in building strong client partnerships and serving as the main point of contact for designated accounts. Responsibilities include overseeing project operations, mentoring project managers, and collaborating closely with clients to ensure successful project execution.Key...

  • Manufacturing Operations Associate

    7 days ago

    Maumee, Ohio, United States The McAlear Group Full time

    Job Summary:The McAlear Group is seeking a highly skilled and detail-oriented Production Associate to join our manufacturing team. As a key member of our production team, you will be responsible for the production, assembly, and preparation of Drain Cables to required tolerances and specifications.Key Responsibilities:Follow established safety protocols and...

  • Business Operations Assistant

    7 days ago

    Maumee, Ohio, United States Colliers Engineering & Design Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to provide intermediate office and administrative support to our team at Colliers Engineering & Design.Key ResponsibilitiesAdministrative Support: Provide administrative support to the area or business unit, and other staff within the business line, including handling...

  • Wealth Management Associate

    5 days ago

    Maumee, Ohio, United States TFO Wealth Partners Full time

    Job SummaryTFO Wealth Partners is seeking a highly motivated and detail-oriented Family Wealth Associate to join our team. As a key member of our wealth management team, you will work closely with experienced wealth strategists and relationship managers to provide exceptional client service and support.Key ResponsibilitiesPrepare meeting materials and...

  • Warehouse Associate

    3 days ago

    Maumee, Ohio, United States United Parcel Service Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Warehouse Associate to join our team at United Parcel Service. As a Warehouse Associate, you will play a critical role in ensuring the efficient and accurate processing of packages.Key ResponsibilitiesLoading and unloading packages from trailers and trucksSorting packages to ensure timely...

  • **Assistant Manager

    10 hours ago

    Maumee, Ohio, United States Planet Fitness Full time

    About the RoleWe are seeking a highly motivated and experienced Assistant Manager to join our team at Planet Fitness. As an Assistant Manager, you will play a key role in ensuring the smooth operation of our fitness clubs, providing exceptional customer service, and leading a team of associates to achieve operational excellence.Key ResponsibilitiesPartner...

  • Front Desk Sales Associate

    3 days ago

    Maumee, Ohio, United States PCRK Group Full time

    Job Summary:We are seeking a highly motivated and customer-focused Front Desk Sales Associate to join our team at PCRK Group. As a key member of our sales team, you will be responsible for driving sales growth, providing exceptional customer service, and contributing to the overall success of our business.Key Responsibilities:Drive Sales Growth: Utilize your...

  • Retail Sales Associate

    3 days ago

    Maumee, Ohio, United States Gordon Food Service Full time

    About the RoleGordon Food Service is seeking a highly motivated and customer-focused Part Time Store Associate to join our team. As a key member of our retail division, you will play a vital role in providing exceptional customer service and supporting the success of our stores.Key ResponsibilitiesCustomer Service: Provide superior customer service to our...

  • Construction Operations Engineer

    2 weeks ago

    Maumee, Ohio, United States Nexus Engineering Group Full time

    Job OverviewProject InsightNexus Engineering Group collaborates with various clients in the industrial sector, focusing on Oil & Gas, Chemicals, Energy, Manufacturing, and Renewables. Our teams are dedicated to ensuring safe operations by delivering Engineering, Procurement, and Construction Management services tailored to each facility's unique...

  • Collections Operations Manager

    2 weeks ago

    Maumee, Ohio, United States GPRS Full time

    Ground Penetrating Radar Systems (GPRS) stands as the leading enterprise in the realm of underground utility detection, video pipe inspection, and concrete structure scanning. With a robust national network of adept Project Managers stationed in key U.S. markets, GPRS assures clients of the most reliable scanning technology available, complemented by the...

  • Pastry Associate

    2 weeks ago

    Maumee, Ohio, United States WC Enterprises, Inc. Full time

    Job TypePart-timePosition OverviewWC Enterprises, Inc. is seeking a Part-Time Pastry Associate to join our team. If you have a passion for exceptional baked goods, prioritize QUALITY, show RESPECT for your colleagues, CARE for customers, and uphold a SAFE and CLEAN workspace, we would love to hear from you.Key Responsibilities:As a Pastry Associate, you will...

  • Retail Sales Associate

    5 days ago

    Maumee, Ohio, United States Hallmark eCards Full time

    About the Role:Hallmark eCards is seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you will be the face of our brand, providing exceptional customer service and helping customers find the perfect card and gift solutions for their needs.Key Responsibilities:Creating and maintaining a warm and inviting...

  • Maintenance Operations Director

    7 days ago

    Maumee, Ohio, United States The McAlear Group, Inc. Full time

    Job SummaryThe McAlear Group, Inc. is seeking a highly skilled and experienced Maintenance Operations Director to lead our maintenance team and ensure the smooth operation of our facilities. This is a key role that requires strong leadership, technical expertise, and excellent communication skills.Key ResponsibilitiesLeadership and Management: Provide...

  • Mortgage Operations Support Specialist

    1 week ago

    Maumee, Ohio, United States Capital Home Loans, LLC Full time

    Job OverviewWe are looking for a dedicated Administrative Support Specialist to contribute to our operational efficiency. This role is essential for maintaining the workflow and ensuring the success of our mortgage services.Key Responsibilities:Assist mortgage professionals, including loan officers and processors, throughout the lending processGather and...

  • Tax Associate

    5 days ago

    Maumee, Ohio, United States Hantz Group Full time

    Job DescriptionHantz Group is a leading financial services company that provides personalized solutions to individuals and businesses. As a Family Office, we manage over $11B+ of assets, have 20+ offices, and employ over 600 professionals. Our team of experts delivers tailored services to each client, reducing stress and saving time so they can focus on...

  • **Account Manager**, **Business Development Representative**, **Sales Executive**, **Territory Manager**, **Client Relationship Manager**

    11 hours ago

    Maumee, Ohio, United States KPH Healthcare Services Full time

    About the RoleWe are seeking a highly motivated and experienced **Account Manager** to join our team at KPH Healthcare Services. As an **Account Manager**, you will be responsible for driving business growth and revenue expansion in your assigned territory.Key ResponsibilitiesDevelop and execute sales strategies to achieve net revenue and profit objectives...

  • Customer Service Representative

    5 days ago

    Maumee, Ohio, United States PCRK Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused Front Desk Sales Associate to join our team at PCRK Group. As a Front Desk Sales Associate, you will play a critical role in driving sales growth, providing exceptional customer service, and contributing to the overall success of our business.Key ResponsibilitiesDrive Sales Growth: Utilize...